Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Mid Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | HDFC Mid Cap | HDFC Small Cap | Nippon India Growth Mid Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and HDFC Small Cap share 12% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and HDFC Mid Cap share 12% of their portfolios | itself | HDFC Small Cap and Nippon India Growth Mid Cap share 6% of their portfolios | HDFC Small Cap and SBI MIDCAP share 3% of their portfolios | HDFC Small Cap and Mirae Asset Midcap share 6% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and HDFC Small Cap share 6% of their portfolios | itself | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and HDFC Small Cap share 3% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | itself | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios | Mirae Asset Midcap and HDFC Small Cap share 6% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Mirae Asset Midcap Fund share 31% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC Mid Cap | HDFC Small Cap | Nippon India Growth Mid Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 63% of 109 | 87% of 109 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.25% points | 0.86% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 38% | 46% | 52% | 80% | 89% |
| Run by P7 | not known | not known | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 6.6% | −2.6% | 7.0% | 3.8% | 9.1% |
| 3 years p.a. | 17.6% | 11.3% | 18.6% | 11.0% | 16.4% |
| 5 years p.a. | 18.9% | 14.8% | 18.0% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −16.8% | −22.6% | −19.9% | −17.9% | −22.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹42,162 Cr | ₹48,143 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 10 mo | 2.4 yrs | 14 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 81 · 37% | 87 · 35% | 105 · 25% | 64 · 28% | 68 · 32% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.